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Disclosery

Plan Group Financial, LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan Group Financial, LLC on VIG, newest first. How the timeline and the estimate are built.

Plan Group Financial, LLC held 34,940 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,940 shares
    Change vs previous 13F +4,225 shares

    1.71% of the 13F portfolio, value $8,267,570.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,715 shares
    Change vs previous 13F +3,075 shares

    1.55% of the 13F portfolio, value $6,605,465.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,640 shares
    Change vs previous 13F +2,176 shares

    1.58% of the 13F portfolio, value $6,074,619.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,464 shares
    Change vs previous 13F +6,234 shares

    1.48% of the 13F portfolio, value $5,494,900.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,230 shares
    Change vs previous 13F +2,651 shares

    1.29% of the 13F portfolio, value $3,935,765.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,579 shares
    Change vs previous 13F +5,841 shares

    1.15% of the 13F portfolio, value $3,216,123.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,738 shares
    Change vs previous 13F +1,398 shares

    1.11% of the 13F portfolio, value $2,102,819.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,340 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,849,904.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).